Category Archives: Cocktail Investing Podcast

Ep 98: The Squeeze Is On

Ep 98: The Squeeze Is On

On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging of the Population investing theme, have racked up record credit card debt over the last several years, and it’s beginning to weigh on their ability to spend.

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Ep 97: Buffett, Musk and what’s next for stocks

Ep 97: Buffett, Musk and what’s next for stocks

Tucked inside his latest annual shareholder letter, Warren Buffett offers insight into what could be next for investors, which meshes very well with our thematic investing approach. On this episode of Cocktail Investing, we break that down and share where to look for opportunities as we discuss several thematic signals. Given the timing of the podcast, we also share some thoughts on the latest SEC related issue with Elon Musk and his Twitter account.

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Ep. 95: Short Selling Anyone

Ep. 95: Short Selling Anyone

While some issues that plagued the market towards the end of 2018 have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. Plus Thematic Signals from Apple, Netflix, Amazon, Facebook, PepsiCo, Hershey and Proctor & Gamble.

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Ep 94: Why Netflix Should Be Afraid of Fortnite

Ep 94: Why Netflix Should Be Afraid of Fortnite

Thematic signals for this week span our Digital Lifestyle investing theme as we explain why we think Netflix (NFLX) is right to be scared of not Hulu but Fortnite. Our Digital Lifestyle theme meshes with Aging of the Population as the use of sensors and other technologies are being used to keep tabs and assist our aging loved ones. Beer may be a shrinking Guilty Pleasure of choice in the US as consumers continue to flock to wine and other alternatives.

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Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season

Ep 93: Thematic Signals and the Start of 4Q 2018 Earnings Season

The 4Q 2018 earnings season has begun and thus far we’ve had a number of high profile companies, including Apple (AAPL), Samsung, Ford (F), Sherwin Williams (SHW), and Macy’s (M), preannounce weaker than expected results for the quarter. This follows the continued flow of economic data pointing to a slowing global economy. All of this makes for a tenuous earnings season as the velocity of those reports kicks into high gear over the next few weeks.

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Ep 91: A look back at 2018 and what it means for the start of 2019

Ep 91: A look back at 2018 and what it means for the start of 2019

With roughly a handful of trading days left in 2018, Tematica’s mixologists, Lenore Hawkins and Chris Versace, trace back some of the pivotal events of the last year that have been the primary drivers behind where the global economy, geo-political tensions, and the stock market are today. The issues that have plagued the market over the last several months are likely to do so as we close the books on 2018 and get ready for the upcoming December quarter earnings season.

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Ep 90: Brexit and the EU

Ep 90: Brexit and the EU

This week Lenore Hawkins speaks with Marco Caneva on how Brexit affects the economy of the UK and the European Union in ways in which many do not realize, creating major headwinds to both economies and exacerbating the Middle Class Squeeze, one of Tematica Research’s investing themes. They also discuss how the European Central Bank’s zero and negative interest rate policies (ZIRP and NIRP) have affect investors, businesses and the economy.

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Ep 89: 3D shopping will change everything about how we buy

Ep 89: 3D shopping will change everything about how we buy

As we head into the depths of the holiday shopping season, we enjoyed an incredible conversation with Beck Besecker is the co-founder and CEO of Marxent. Founded 2011, Marxent’s 3D technology solutions that leverage virtual reality and augmented reality are disrupting how consumers shop.

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